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Maia Wealth LLC
MAIA Wealth LLC is a Denver-based independent Registered Investment Adviser (RIA) founded in 2011, offering comprehensive wealth management and financial planning services as a fiduciary. Focused on providing custom, unbiased, and conflict-free advice, the firm serves predominantly individuals and high-net-worth individuals, delivering a holistic approach through a team of CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys. MAIA Wealth currently employs 44 professionals and supports clients seeking personalized, transparent solutions aligned with their unique goals.
Investment Strategy
MAIA Wealth LLC employs a fully independent, fiduciary model centered on unbiased, client-first investment advice and personalized financial planning. Avoiding sales-driven or formulaic approaches, their team customizes portfolio construction and holistic financial solutions to reflect each client's specific needs and objectives. The firm primarily serves individuals and high-net-worth clients, focusing on long-term wealth management, transparency in fee structures, and coordination across financial, legal, and tax expertise.
Latest 13F Filing Activity
Maia Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 309 equity positions and 1 options positions with a total 13F market value of $525M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Ishares Inc. among other positions. Maia Wealth LLC reduced exposure to SPDR Series Trust, First TR Exchng Traded FD VI, Ishares Inc. among others.
Top Holdings
Equity Positions (309)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 5.18% | $27.2M | 373,889 | $64.15 | $72.69 | -$5.5M |
E EFV | ISHARES TR | 3.10% | $16.3M | 256,247 | $56.30 | $63.48 | +$4.5M |
Q QUAL | ISHARES TR | 2.70% | $14.1M | 77,382 | $171.82 | $182.82 | +$1.7M |
F FSK | FS KKR CAP CORP | 2.58% | $13.5M | 652,297 | $20.04 | $20.75 | +$1.2M |
M MSFT | MICROSOFT CORP | 1.97% | $10.3M | 20,756 | $446.84 | $497.41 | +$2.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SNAP | SNAP INC | New | Call | $12.3K | 111 | $8.69 | $8.69 | +111 | +$12.3K |
Industry Allocation
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